Institutional Ownership Berkshire Hathaway Inc Class B (BRK-B)
This table provides information about the institutional ownership of Berkshire Hathaway Inc Class B (BRK-B). We have compiled data on the 4,382 institutions that hold shares in the stock, with a total of 830 Million shares, which have been reported (via 13F filing form) to have a value of $375 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
15,035
shares
|
$6.66 Million
4.36% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
15,011
shares
|
$6.64 Million
1.53% of portfolio
|
Q1 2024
Added 896.08%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
14,986
shares
|
$6.63 Million
0.56% of portfolio
|
Q2 2024
Added 11.79%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
14,964
shares
|
$6.62 Million
2.44% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
14,962
shares
|
$6.62 Million
0.2% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
14,849
shares
|
$6.57 Million
2.22% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
14,803
shares
|
$6.55 Million
4.05% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Wendell David Associates Inc
|
Oct 21, 2024 Q3 2024 |
14,790
shares
|
$6.55 Million
0.65% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
14,781
shares
|
$6.54 Million
2.18% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
14,772
shares
|
$6.54 Million
1.34% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
14,728
shares
|
$6.52 Million
0.8% of portfolio
|
Q2 2024
Added 127.78%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
14,720
shares
|
$6.52 Million
1.78% of portfolio
|
Q3 2024
Reduced 21.6%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,720
shares
|
$6.52 Million
1.78% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Parkwood LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
14,715
shares
|
$6.51 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
14,686
shares
|
$6.5 Million
1.51% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 03, 2024 Q3 2024 |
14,658
shares
|
$6.49 Million
3.78% of portfolio
|
Q3 2024
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
14,641
shares
|
$6.48 Million
0.84% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
14,630
shares
|
$6.48 Million
2.63% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
14,609
shares
|
$6.47 Million
2.37% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
14,602
shares
|
$6.46 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
14,587
shares
|
$6.46 Million
5.86% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
14,586
shares
|
$6.46 Million
1.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
14,578
shares
|
$6.45 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,569
shares
|
$6.45 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
14,552
shares
|
$6.44 Million
1.82% of portfolio
|
Q2 2024
Reduced 0.03%
|